SIAP
Sterling Investment Advisors (Pennsylvania)’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$131K | – | 516 |
|
|
2022
Q2 | $131K | Hold |
1,000
| – | – | 0.05% | 159 |
|
|
2022
Q1 | $166K | Hold |
1,000
| – | – | 0.05% | 154 |
|
|
2021
Q4 | $183K | Hold |
1,000
| – | – | 0.05% | 152 |
|
|
2021
Q3 | $182K | Hold |
1,000
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $189K | Hold |
1,000
| – | – | 0.06% | 151 |
|
|
2021
Q1 | $177K | Hold |
1,000
| – | – | 0.06% | 145 |
|
|
2020
Q4 | $165K | Hold |
1,000
| – | – | 0.06% | 144 |
|
|
2020
Q3 | $130K | Sell |
1,000
-450
| -31% | -$58.5K | 0.05% | 146 |
|
|
2020
Q2 | $171K | Hold |
1,450
| – | – | 0.07% | 131 |
|
|
2020
Q1 | $131K | Hold |
1,450
| – | – | 0.07% | 130 |
|
|
2019
Q4 | $182K | Hold |
1,450
| – | – | 0.08% | 120 |
|
|
2019
Q3 | $169K | Hold |
1,450
| – | – | 0.09% | 122 |
|
|
2019
Q2 | $172K | Hold |
1,450
| – | – | 0.09% | 125 |
|
|
2019
Q1 | $167K | Hold |
1,450
| – | – | 0.09% | 125 |
|
|
2018
Q4 | $144K | Hold |
1,450
| – | – | 0.08% | 123 |
|
|
2018
Q3 | $178K | Sell |
1,450
-400
| -22% | -$49.1K | 0.09% | 119 |
|
|
2018
Q2 | $217K | Hold |
1,850
| – | – | 0.13% | 108 |
|
|
2018
Q1 | $206K | Hold |
1,850
| – | – | 0.13% | 106 |
|
|
2017
Q4 | $207K | Hold |
1,850
| – | – | 0.13% | 105 |
|
|
2017
Q3 | $198K | Hold |
1,850
| – | – | 0.13% | 105 |
|
|
2017
Q2 | $189K | Hold |
1,850
| – | – | 0.13% | 105 |
|
|
2017
Q1 | $185K | Buy |
+1,850
| New | +$185K | 0.13% | 102 |
|